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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,149 | $150,447-8.8% | $136,298+0.6% | $147,586-7.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.45% | 1049.15%-1027.7pp | 5156.27%-5134.8pp | 578.59%-557.1pp |
| Employer contribution / active EE | $3,954 | $5,256-24.8% | $4,696-15.8% | $4,876-18.9% |
| Participant deferral / active EE | $9,000 | $6,631+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $227 | $10,906-97.9% | $9,244-97.5% | $10,886-97.9% |